Download Account Forms

You can download the forms you need to open an RJO Futures account from the list below. In the first section, select the type of account you will be opening - Individual, Joint, Corporate, LLC, Trust or Partnership. Each download will include the appropriate basic account package. The second section includes any additional forms you may need for your account; for example, related account forms or managed account agreement.

After you have downloaded the forms, please print and fill them out completely, including the Customer Acknowledgement and Warranty New Account Agreement Disclaimer. Then, return them to RJO Futures along with the name of your RJO Futures representative. If you do not currently have a representative, please contact RJO Futures at (800) 441-1616 before submitting your forms.

Our mailing address is:

RJO Futures
222 South Riverside Plaza
Suite 900
Chicago, IL 60606

Remember to include a copy of your driver's license, state identification or current passport (U.S. citizens) or other official government-issued identification (non-U.S. citizens).

To start trading you need to fund your account. Click on Funding Options for more details.

If you have any questions about the application process, please contact your RJO Futures representative at (800) 441-1616 or (312) 373-5478. Your representative will guide you through the process to ensure that all the necessary forms are included.

The forms are in Adobe pdf format which provides an efficient secure method of documentation. You can open the forms in Adobe Acrobat Reader, a free product distributed by Adobe Systems.

If you do not have Adobe Acrobat Reader version 5.0 or above, download it here free .

STEP 1 ACCOUNT PACKAGES

Select the type of account you are opening and download the appropriate account package.

  Individual Account or Sole Proprietorship Account
  Individual Account with Power of Attorney or Sole Proprietorship Account with Power of Attorney

  Joint Account
  Joint Account with Power of Attorney

  Corporate Account
  Corporate Account with Power of Attorney

  Limited Liability Company Account
  Limited Liability Company Account with Power of Attorney

  Trust Account
  Trust Account with Power of Attorney

  Partnership Account
  Partnership Account with Power of Attorney

STEP 2 ADDITIONAL ACCOUNT FORMS

Some accounts may need additional forms. Select the appropriate form(s) from the list below. Contact your RJO Futures representative if you are not sure if you need any of these forms.

  FX Addendum

  FX Disclosure

  Letter of Direction

  Managed Accounts (Power of Attorney) and Exempt Commodity Trading Advisor Forms

  Exempt Commodity Trading Advisor Forms

  RJO's Security and Assignment of Hedging Account Agreement

  NFA Risk Disclosure Statement For Security Futures Contracts

  Single Stock Futures Account Opening Documents (Current Clients Only)

  Request for Electronic Transmission of Customer Statements

  Related Account Authorization Form

  Customer Address Change Form

  W-8 Forms for International Customers

  "Doing Business As" (DBA) Letter

  Account Transfer Form

  RJO Hedge Representation Letter

  Signature Verification Form

Foreign Language Forms

For your convenience, RJO Futures provides account opening documents in French, Italian and Spanish. Please note: The translation of your R.J. O'Brien Customer Account Documentation is a legally non-binding translation. In the event of a dispute, the English version will govern. YOU MUST COMPLETE AND SIGN THE ENGLISH VERSION.

   French Account Forms

   Italian Account Forms

   Spanish Account Forms

STEP 3

Print the forms and fill them out completely. Return them to the attention of your RJO Futures representative. If you do not currently have a representative, please contact RJO Futures at (800) 441-1616 before submitting your forms.

STEP 4 FUNDING YOUR ACCOUNT

You can start trading your RJO Futures account only when cleared funds are made payable to R.J. O'Brien. You can fund your account in one of these ways.

Wire Transfers – Please use the following R.J. O'Brien bank information. R.J. O'Brien Bank: Harris Bank, Chicago, IL. This is a U.S. Dollar Segregated Account. Please contact RJO Futures at 800.441.1616 or 312.373.5478 for alternative wire instructions. ABA/Routing #: 071-000-288. Swift Code: HATRUS 44. Account #: 3671716.
A certified check or cashier's check needs to include the name of the remitter and made payable to R.J. O'Brien. If the cashier or certified check does not reflect the remitter a copy of the receipt showing the remitter will be required. A certified check or cashier's check will allow you to begin trading immediately. A personal check, money market check or savings & loan check may require clearance before you can trade from a new account. Cash currencies cannot be accepted. In addition, all funds coming into the account must match the name on the account.
If you are TRANSFERRING your account from another firm, please fill out the form in the back of your application, return it to R.J. O'Brien with all required documents and we will transfer positions and funds accordingly.

SPECIAL DISCLAIMER FOR APPLICANTS:

This document is not an offer of solicitation for the purchase or sale of any Commodity. Before trading one should be aware that with potential profits there is also potential for losses that may be very large. Futures investing involves risk and is not suitable for everyone. Those acting on this information are responsible for their own actions.

ATTENTION NON-U.S. RESIDENTS:

The services provided by RJO Futures or R.J. O'Brien & Associates ("RJO") may not be available in all jurisdictions. It is possible that the country in which you are a resident prohibits us from opening and maintaining an account for you. If in doubt, please contact an RJO Futures account representative.